据韩国媒体sedaily报道，一位半导体行业官员表示："为了与三星电子、SK海力士签署存储芯片供应合 同，微软、谷歌和Meta等主要大型科技公司总部负责采购的高管们近期都居住在韩国。" 这些头部的科技大厂正在全面发动人工智能争夺战，试图在存储芯片供应紧缺的背景下，抢占更多的面 向AI数据中心的DRAM和NAND Flash供应，以获得在人工智能行业中的竞争优势。 因为，AI的计算和推理能力不仅依赖于CPU、GPU、张量处理单元（TPU）以及其他AI ASIC的性能， 也需要高性能的LPDDR DRAM内存来高效地存取数据，而且GPU、TPU和其他一些面向数据中心的AI ASIC都需要高带宽内存（HBM）。 12月25日消息，由于存储芯片持续供应紧缺、价格飙涨，包括苹果、微软、谷歌、Meta等在内科技大 厂为争取足够供应，都纷纷派遣高管到韩国向三星、SK海力士要产能。 谷歌甚至解雇了那些缺乏远见、未能与主要存储解决方案提供商签署长期协议（LTA）的高管。 据悉，谷歌管理层已经解雇了负责的采购主管，要求他们对未能提前与存储芯片厂商签署长期协议而造 成的供应链风险负责。 报道还指出，本月早些时候，微软采购主管也访问 ...

谷歌、微软、苹果排前三，美国入选最多， | 排 | 行业 | 品牌 | 代表性品牌 | | --- | --- | --- | --- | | 名 | | 数量 | | | | 1 汽车与零件 | 33 | 特斯拉、丰田、梅赛德斯-奔驰、法拉利、 | | | | | 宝马、福特 | | 2 | 能源 | 30 | 国家电网、埃克森美孚、壳牌、英国石油、 | | | | | 道达尔能源、中国石油 | | | 2 食品与饮料 | 30 | 可口可乐、雀巢、百事、百威、茅台、五粮液 | | 4 | 银行 | 29 | 中国工商银行、美国银行、汇丰、 | | | | | 中国建设银行、富国银行、中国银行 | | 5 | 零售 | 27 | 沃尔玛、宜家、好市多、7-11、乐购、百思买 | | 5 | 计算机与通讯 27 | | 苹果、英伟达、博通、IBM、思科、华为 | | 7 | 互联网 | 24 | 谷歌、亚马逊、Meta、YouTube、腾讯、X(推特) | | 7 | 传媒 | 24 | 迪士尼、奈飞、CCTV、HBO、汤森路透、 | | | | | 人民日报 | | 9 | 保险 | 22 | 荷兰国际集团 ...

2025 年底，大模型行业的"年终决战"正式打响，各家纷纷亮出压箱底的杀手锏，就在这场激烈角逐中，Gemini 3 以绝对王者之姿强势突围，一登场就刷 新了行业的认知边界。 11 月 18 日，Gemini 3 直接"横扫"多项权威基准测试，以"世界最强多模态理解""交互最深智能体""推理怪兽"的姿态，强势碾压全球所有同类模型。谷歌 CEO 桑达尔·皮查伊亲自为其站台，直言这是"迄今为止最智能的模型"。消息一出，整个 AI 圈瞬间沸腾，所有人都在追问：Gemini 3 的强悍，到底藏着什 么秘诀？ 答案在发布当天就有了初步线索。Google DeepMind 研究与深度学习副总裁 Oriol Vinyals 直接在推特上"剧透"："Gemini 3 这么强，核心秘诀就两点：更 好的预训练，更好的后训练。"这番直白的表态，让"预训练"与"后训练"瞬间成为行业热议的核心话题。 | Description | Description | | Colorded 3-Per | Garried 2.5-Fre. | Claude Sawat 4.5 GPT-5.8 | | | --- | --- | --- | --- ...

Group 1: Consumer Sentiment and Economic Indicators - Consumer sentiment for December was revised down to 52.9 from an initial estimate of 53.3, although it improved from 51.0 in November [4] - The Consumer Price Index rose 2.7% year-over-year in November, with regional variations; for example, inflation in Southern California was 4.5% compared to 1.1% in Dallas [4] - Year-ahead inflation expectations declined for the fourth consecutive month to 4.2%, the lowest level in 11 months, but still above the 3.3% recorded in January [5] Group 2: Capital Expenditures in the Tech Industry - Major tech companies, including Alphabet, Amazon, Microsoft, and Meta, are significantly increasing their capital expenditures (CapEx) in AI infrastructure as competition intensifies [9] - Meta expects its 2025 CapEx to be in the range of $70 billion to $72 billion, up from a prior outlook of $66 billion to $72 billion [10] - Alphabet raised its CapEx forecast for 2025 and 2026 to between $91 billion and $93 billion, up from a previous estimate of $85 billion [12] - Amazon reported cash CapEx of $34.2 billion in Q3 and a total of $89.9 billion spent so far this year, emphasizing continued significant investments in AI [13] Group 3: Market Outlook and Predictions - The S&P 500 is predicted to rise another 10-15% in 2026, driven by strong spending in technology and the resilience of major companies against tariffs [14] - The tech sector is expected to maintain expanding profit margins even as it enters lower-margin businesses like AI [14]

baona/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up. 2026 S&P 500 Outlook: I'm The Lone Bull In The China Shop. This is an abridged transcript. 2025….has been a year. But don’t we say the same thing at the end of every year? Well, today we’re looking at the year as a whole and remembering three big ...

Alphabet stock is down slightly from its November high. Here's why that's an opportunity, not a warning sign.Six years ago, on Dec. 23, 2019, I could have sold my Alphabet (GOOG +0.00%) (GOOGL 0.12%) shares at a market-crushing profit. After almost exactly nine years in my portfolio, my Alphabet Class A stock was up by 348%. The S&P 500 (^GSPC +0.32%) had gained 156% over the same period.But I didn't rebalance this successful position. Now, those Alphabet shares have gained a total of 2,084% (or 2,096% if y ...

Market Performance - On December 24, 2025, U.S. stocks reached record highs, with the S&P 500 closing at 6,932.05, up 22.26 points (0.3%), the Dow Jones Industrial Average at 48,731.16, up 288.75 points (0.6%), and the Nasdaq Composite at 23,613.31, up 51.46 points (0.2%) [2] - This performance marked the third consecutive year of double-digit percentage gains, driven by optimism surrounding artificial intelligence, anticipated interest rate cuts, and sustained economic growth despite recession fears [2] Economic Insights - The U.S. economy expanded at a robust annual pace of 4.3% in Q3 2025, exceeding economists' expectations, supported by a healthy labor market and falling unemployment claims [4] - Consumer confidence has dipped to its lowest level since April due to concerns over high prices, while Personal Consumption Expenditures (PCE) inflation increased to 2.8%, presenting challenges for the Federal Reserve [4] Corporate News - Novo Nordisk A/S saw a 7.3% increase in shares following FDA approval of its GLP-1 pill for treating obesity [6] - Huntington Ingalls Industries Inc. experienced a 0.3% rise in stock due to U.S. government plans for a new class of battleships [10] - ServiceNow Inc. shares fell 1.5% after announcing the acquisition of cybersecurity startup Armis for $7.75 billion [10] - ZIM Integrated Shipping Services Ltd. surged 5.8% as its board evaluates potential acquisitions [10] - Marvell Technology Inc. gained 3.4% driven by strong performance in AI [10] - Nvidia's stock rose 3% on December 24, contributing significantly to market gains [10] - DENSO CORPORATION announced a joint development agreement with MediaTek Inc. to advance next-generation automotive system-on-chips [10] Upcoming Events - The minutes from the December Federal Open Market Committee meeting will be released on December 30, 2025, providing insights into the Fed's monetary policy outlook [5] - Key Chinese economic data, including PMI figures, are expected on December 31, 2025, along with global PMI surveys and crucial U.S. non-farm payroll data in early January 2026 [5]

Article contentWe are not calling for the demise of Nvidia Corp., the current AI star. However Alphabet Inc. has exposure to AI, but also to many other high-growth areas such as cloud computing, quantum computing, YouTube, Waymo, SpaceX and so on. Nvidia, despite its attractions, is still essentially tied completely to AI. Alphabet shares rose about 60 per cent so far this year and Nvidia is up about 25-30 per cent. Nvidia’s market cap is about US$4.3 trillion, and Alphabet is at about US$3.7 trillion. Alph ...

黄仁勋、埃隆·马斯克、拉里·佩奇。图片来源：Nordin Catic/Getty Images, Francis Chung/Bloomberg, C Flanigan/Getty Images 2025年，全球多数亿万富豪都赚得盆满钵满，而这十人更是全年领跑，收获最为丰厚。 埃隆·马斯克冲击万亿美元身家已不再是纸上谈兵。 年初时，他的身家为4210亿美元，到了10月，他成为史上首位身家突破5000亿美元的人。随后，火箭制造商太空探索技术公司（SpaceX）启动股份出售 计划，估值达到约8000亿美元，马斯克又成为史上第一个身家冲上6000亿美元的人。紧接着，特拉华州一家法院裁定，马斯克可保留此前作废的特斯拉巨 额股票期权奖励，这又让他在上周五成为全球首位身家超7000亿美元的人。随着年末临近，截至12月22日，马斯克的身家已高达7540亿美元。 马斯克堪称今年的最大赢家，全年身家增长超3330亿美元，相当于日增9.35亿美元。这一增幅不仅在全球亿万富豪中首屈一指，甚至超过了其他任何一位 富豪的身家数字。目前全球第二富有的是谷歌联合创始人拉里·佩奇，身家为2550亿美元。 不过，过去一年财富大幅增长的富豪绝非 ...

作者 | 高允毅 2025 年底，大模型行业的"年终决战"正式打响，各家纷纷亮出压箱底的杀手锏，就在这场激烈角逐中，Gemini 3 以绝对王者 之姿强势突围，一登场就刷新了行业的认知边界。 11 月 18 日，Gemini 3 直接"横扫"多项权威基准测试，以"世界最强多模态理解""交互最深智能体""推理怪兽"的姿态，强势碾压 全球所有同类模型。谷歌 CEO 桑达尔·皮查伊亲自为其站台，直言这是"迄今为止最智能的模型"。消息一出，整个 AI 圈瞬间沸 腾，所有人都在追问：Gemini 3 的强悍，到底藏着什么秘诀？ 答案在发布当天就有了初步线索。Google DeepMind 研究与深度学习副总裁 Oriol Vinyals 直接在推特上"剧透"： "Gemini 3 这么强，核心秘诀就两点：更好的预训练，更好的后训练。 "这番直白的表态，让"预训练"与"后训练"瞬间成为行业热议的核心 话题。 作为从强化学习转向表征学习的资深研究者，Sebastian Borgeaud 的预训练功底堪称深厚：从 Transformer 架构，到 BERT、 XLNet，再到 DeepMind 第一篇大语言模型论文 Goph ...